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Tom Davison

I'm a wealth manager who enjoys helping people discover what path they want to walk and build a financial strategy to achieve it. This blog focuses on retirement planning, and currently delves into reverse mortgages.

Reverse mortgages provide access to cash, funded by a home’s equity. Cash is wonderfully flexible, creating a wide range of opportunities for enhanced retirements. Wise use of the cash is the challenge, knowing that the home’s […]

The research base on reverse mortgages in financial planning has significantly developed in the last three years. This post provides highlights of existing work. Noteworthy are results showing combining reverse mortgages with investment portfolio withdrawals to substantially improve sustainable retirement spending levels, […]

Use this link to download the full paper New Paper Spells Out Reverse Mortgage Strategies for Financial Planners November 9th, 2015 | by Jason Oliva Published in Data, HECM, News, Retirement, Reverse Mortgage A recent […]